Specialist - Customer Migration

Roohani Barkat

Enhancing customer experience through collaborative teamwork and stakeholder-focused service excellence.

Roohani Barkat

Profile

Quick Info

Location Islamabad, Pakistan
LinkedIn View Profile
Status Open to Opportunities

Experienced customer success and client operations professional with a strong background in managing global client relationships, product migration, and platform adoption across EMEA and South Asia regions. Skilled in delivering virtual training, conducting one-on-one client engagements, and collaborating with internal stakeholders to improve service quality and drive product usage growth. Proven expertise in research operations support, data hierarchy management, and process improvement, with a focus on accuracy, operational efficiency, and risk reduction. Adept at translating client feedback into actionable enhancements and supporting continuous service improvement initiatives. Alongside technical and operational roles, has demonstrated strong leadership in community and organizational initiatives, including managing large alumni networks, leading women-focused leadership programs, and contributing to global mentorship and inclusion initiatives. Experienced in training delivery, stakeholder coordination, and fostering inclusive, impact-driven environments.

Technical Expertise

Reporting & Analytical Tools

  • Reporting Tools Support
  • Client Reporting Systems
  • Analytical Solutions Support
  • Product Usage Analysis
  • Feedback Analysis
  • Performance Monitoring

CRM & Stakeholder Coordination

  • Customer Relationship Management (CRM)
  • Stakeholder Communication Tools
  • Account & Relationship Management Support
  • Client Engagement Processes

Operations & Process Improvement

  • Workflow Optimization
  • Process Improvement Techniques
  • Risk Management Support
  • Operational Coordination
  • Service Quality Monitoring

Digital Communication & Collaboration

  • Virtual Client Meetings
  • Cross-Functional Collaboration Tools
  • Remote Client Support
  • Online Awareness & Engagement Sessions

Data & Research Operations

  • Research Network Operations
  • Data Management
  • Hierarchy Management
  • Data Accuracy Validation
  • Research Contributor Support
  • Content Set Management

Customer Success Platforms & Product Expertise

  • S&P Capital IQ (CapIQ)
  • CapIQ Pro
  • ESG Products
  • Financial Data Platforms
  • Client Interface Management
  • Product Enablement Tools

Client Migration & Platform Operations

  • Customer Migration Processes
  • User Onboarding Systems
  • Platform Transition Support
  • Product Adoption Monitoring
  • Workflow-Based Campaign Configuration
  • Usage Analytics & Tracking

Training & Knowledge Management

  • Documentation & Process Guidance
  • User Education & Enablement
  • Knowledge Sharing Platforms
  • Product Training Systems
  • Virtual Training Delivery

Services Offered

Customer Success Management

Helping organizations improve customer satisfaction, retention, and long-term client engagement through structured success strategies.

Client Migration & Onboarding Services

Supporting businesses in smoothly migrating clients to new platforms, systems, or products with minimal disruption.

Product Adoption & User Enablement

Designing strategies and training programs to increase product usage, engagement, and customer adoption rates.

Corporate Training & Workshops

Delivering virtual and in-person training sessions on software platforms, reporting tools, workflows, and product functionalities.

Stakeholder Engagement & Relationship Management

Managing communication between clients, internal teams, and partners to strengthen collaboration and service delivery.

Customer Feedback & Service Improvement Consulting

Collecting, analyzing, and implementing stakeholder feedback to enhance customer experience and operational quality.

Research Operations Support

Providing research coordination, contributor management, reporting support, and process optimization services.

Client Support & Helpdesk Coordination

Offering professional support services for resolving customer issues, platform queries, and operational concerns.

Workflow & Campaign Design

Creating customized user engagement campaigns aligned with client workflows and business objectives.

Team Training & Knowledge Transfer

Training new employees and teams on operational workflows, product knowledge, and customer engagement practices.

Women Empowerment & DEI Program Facilitation

Organizing and managing diversity, equity, inclusion, mentorship, and women leadership initiatives.

Community Engagement & Mentorship Programs

Designing and leading mentorship, youth engagement, and professional networking initiatives for organizations and communities.

Work Experience

A detailed overview of my professional timeline, highlighting positions, key achievements, and the technical value delivered in each role.

Jan 2021 – May 2023
Specialist - Customer Migration
S&P Global
  • Managed Developing Market clients across EMEA and South Asia by delivering virtual training and supporting the migration of clients from CapIQ to CapIQ Pro interfaces. Conducted proactive one-on-one client sessions to maximize the value of analytical solutions and data services while collaborating with account managers and relationship managers to ensure successful client migration and effective feedback sharing. Drove continuous service improvement initiatives focused on product adoption and usage growth, designed workflow-based client campaigns aligned with product utilization, and promoted awareness of platform capabilities through engagement with product specialists. Delivered platform, functionality, and new release training tailored to user job functions while gathering client feedback to support ongoing product enhancements.
Nov 2018 – Dec 2020
Specialist – Research Support
S&P Global
  • Worked on improving existing Research Network operations to ensure client satisfaction across the EMEA region by providing detailed support to research contributors and delivering client training on reporting tools. Maintained proactive communication with relationship managers, clients, and contributor teams to enhance subscriber entitlements and minimize operational risks. Additionally, organized and conducted training sessions for newly onboarded team members on workflows and product functionalities to ensure smooth operational integration.
Dec 2017 – Nov 2018
Data Researcher
S&P Global
  • Managed hierarchy management datasets across multiple domains by coordinating with contacts from various departments to actively track and maintain information within covered content sets while developing strong industry knowledge. Reviewed feedback on abstracts and assigned tasks to minimize errors and contributed to refining procedures and operational processes to improve overall data accuracy and quality.

Soft Skills & Achievements

Successfully managed customer migration and onboarding for Developing Market clients across EMEA and South Asia. Increased product adoption and usage growth through client-focused engagement and training initiatives. Delivered virtual training and one-on-one support sessions for global clients on CapIQ and CapIQ Pro platforms. Designed workflow-based client campaigns to enhance customer engagement and platform utilization. Contributed to continuous service improvement through stakeholder feedback management and process optimization. Improved Research Network operations to enhance client satisfaction in the EMEA region. Trained clients and research contributors on reporting tools and product workflows. Supported risk minimization and entitlement improvements through proactive coordination with internal and external stakeholders. Conducted onboarding and workflow training sessions for newly hired team members. Served as the first female President of the PUAN Gilgit Chapter, leading and engaging a network of 1000+ alumni members. Contributed to the Million Women Mentor Taskforce, supporting over 17,000 mentorships with external partners.

Education

Bachelor of Science, Major in Economics
Quaid-e-Azam University
2012 – 2017 | Completed
Studied a semester as an exchange student Spring 2015
Univerity of Central Missouri Mo, USA
2015 – 2015 | Completed

Certifications & Trainings

Certifications

  • Certified on S&P Cap IQ
  • Certified on Cap IQ Pro
  • Certified on ESG Products
  • #IamRemarkable Certified Facilitator by Google Initiative

Trainings

  • Training Sessions on “Persons with a Disability” for promoting awareness of Diversity, Equity, and Inclusion (DEI) in the workplace
  • Product and Platform Training on S&P Cap IQ, Cap IQ Pro, and ESG Products
  • Reporting Tools Training for client support and research operations
  • Workflow and Product Training for newly onboarded team members
  • Virtual Client Training Sessions on platform functionality and interface migration

Flagship Projects

Pak US Alumni Network (PUAN) Gilgit Chapter Leadership
Portfolio

Pak US Alumni Network (PUAN) G...

First female President of Pak US Alumni Network (PUAN) Gilgit Chapter (2020-2022). The key responsibilities involved man...

Women Initiative for Networking and Success (WINS) – S&P Global Pakistan
Portfolio

Women Initiative for Networkin...

President - Women Initiative for Networking and Success (WINS) at S&P Global Pakistan. The main responsibilities involve...

#IamRemarkable Certified Facilitator (Google Initiative)
Portfolio

#IamRemarkable Certified Facil...

·I am Remarkable – Certified Facilitator. #IamRemarkable is a Google initiative empowering women and other underrepre...

Million Women Mentor Taskforce – S&P Global
Portfolio

Million Women Mentor Taskforce...

Part of the Million Women Mentor Taskforce at S&P Global. We worked with our external partners to achieve this target. 1...

Climate Action Awareness Session (School Outreach Program)
Portfolio

Climate Action Awareness Sessi...

Conducted a 1-day session with the young school students on the topic of Climate Action – no time to waste to aware th...

Inclusion & Internship Support Program (#InclusionIsEssential)
Portfolio

Inclusion & Internship Support...

Peer buddy for the Internship Program under the theme of #InclusionIsEssential where S&P Pakistan office welcomed 13 int...

Contributions

Alumni Network Development & Engagement

Led and strengthened a network of 1000+ registered alumni in the Gilgit region through structured engagement activities, fostering community collaboration and people-to-people connections.

Women Leadership & Organizational Networking

Expanded external partnerships and managed board-level coordination at WINS, creating structured networking and professional exposure opportunities, especially for women employees.

Global Mentorship Impact Initiative

Contributed to the Million Women Mentor Taskforce, supporting large-scale collaboration with external partners that resulted in over 17,000 mentorships completed.

Workplace Inclusion & Diversity Support

Acted as a peer buddy under the #InclusionIsEssential initiative, supporting internship onboarding for individuals from differently abled and transgender communities.

Climate Change Awareness & Youth Engagement

Delivered awareness sessions for school students on climate action, contributing to youth education on environmental sustainability and responsibility.

Employee Empowerment through Certification Facilitation

Facilitated the #IamRemarkable program to help employees, especially underrepresented groups, build confidence in recognizing and communicating their professional achievements.

Community Service & Social Impact Leadership

Led initiatives focused on community service and social development through alumni networks and professional platforms, strengthening civic engagement and collaboration.

Stakeholder Collaboration & Partnership Building

Worked with internal and external stakeholders to align goals, enhance collaboration, and deliver structured programs across multiple organizational initiatives.

Testimonials

"Roohani consistently demonstrated exceptional ability in managing global client relationships and delivering impactful training sessions. Her structured approach to client migration and product adoption significantly improved user engagement and satisfaction across multiple regions."

— Muhammad Naeem Khan

"As a leader of large-scale alumni and women-focused initiatives, she effectively built and managed diverse networks, fostering collaboration, engagement, and long-term community impact. Her leadership style is both inclusive and results-driven."

— Ebad

"She excelled in coordinating across internal and external stakeholders, ensuring smooth communication and continuous service improvement. Her ability to translate client feedback into actionable enhancements was highly valuable."

— Nausheen Barkat

"Roohani actively contributed to diversity, inclusion, and mentorship initiatives, driving meaningful social impact. Her involvement in large-scale mentorship programs and inclusion efforts reflects a strong commitment to empowering others and creating equitable opportunities."

— Zeeshan

"Roohani showed strong capability in managing research operations and complex data structures, ensuring accuracy, reducing errors, and improving process efficiency. Her attention to detail and structured approach strengthened overall operational reliability."

— Inara

"She consistently contributed to capability building through structured training sessions, onboarding support, and knowledge sharing. Her ability to simplify complex systems and processes enabled faster learning and better performance across teams."

— Zainab

Get In Touch

Contact Details

Location
Islamabad, Pakistan

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